DHK Financial Advisors

DHK Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for DHK Financial Advisors

DHK Financial Advisors holds 83 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 20.1 $33M 71k 460.26
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.8 $18M 147k 119.70
Berkshire Hathaway Inc Del Cl A (BRK.A) 10.6 $17M 25.00 691180.00
Spdr Gold Tr Gold Shs (GLD) 4.0 $6.5M 27k 243.06
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.6 $5.8M 60k 96.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $5.1M 8.9k 575.51
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 2.8 $4.6M 43k 108.18
Ishares Tr Russell 3000 Etf (IWV) 2.2 $3.7M 11k 326.73
Vanguard World Utilities Etf (VPU) 2.0 $3.3M 19k 175.36
Ishares Tr Msci Eafe Etf (EFA) 1.9 $3.1M 37k 83.63
Ishares Frontier And Sel (FM) 1.9 $3.1M 111k 27.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.7 $2.8M 44k 63.00
Columbia Etf Tr Ii India Consmr Etf (INCO) 1.7 $2.7M 36k 76.95
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.7 $2.7M 60k 45.51
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.5 $2.5M 54k 45.89
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.3 $2.1M 59k 36.38
Franklin Templeton Etf Tr Franklin India (FLIN) 1.3 $2.1M 50k 41.90
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.1 $1.8M 21k 83.21
Vaneck Etf Trust India Growth Ldr (GLIN) 1.0 $1.6M 30k 54.60
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.0 $1.6M 31k 51.04
Ishares Tr Msci India Sm Cp (SMIN) 1.0 $1.6M 18k 86.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.5M 3.2k 488.75
PAR Technology Corporation (PAR) 0.9 $1.4M 27k 52.08
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.9 $1.4M 24k 59.23
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.9 $1.4M 15k 96.52
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.8 $1.4M 23k 58.08
Tempur-Pedic International (TPX) 0.8 $1.3M 24k 54.60
Spdr Ser Tr S&p Cap Mkts (KCE) 0.8 $1.2M 10k 124.88
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.7 $1.2M 25k 47.53
Ishares Tr Msci India Etf (INDA) 0.7 $1.2M 20k 58.53
Ishares Tr Msci China Etf (MCHI) 0.7 $1.1M 23k 50.91
Ishares Tr Msci Usa Value (VLUE) 0.7 $1.1M 10k 109.03
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.1M 4.8k 220.89
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $1.1M 4.3k 245.45
NVIDIA Corporation (NVDA) 0.6 $989k 8.1k 121.44
Microsoft Corporation (MSFT) 0.5 $871k 2.0k 430.38
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $861k 8.5k 101.27
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.5 $821k 8.0k 102.58
Apple (AAPL) 0.5 $789k 3.4k 232.97
Bel Fuse CL B (BELFB) 0.5 $788k 10k 78.51
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $780k 10k 78.37
T Rowe Price Etf Growth Etf (TGRT) 0.4 $718k 20k 35.88
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $707k 7.4k 95.96
JPMorgan Chase & Co. (JPM) 0.4 $612k 2.9k 210.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $601k 12k 51.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $582k 16k 37.56
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $581k 4.6k 125.95
Ishares Tr Usd Inv Grde Etf (USIG) 0.3 $568k 11k 52.58
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $562k 9.1k 61.51
Api Group Corp Com Stk (APG) 0.3 $492k 15k 33.02
Amazon (AMZN) 0.3 $492k 2.6k 186.33
American Centy Etf Tr Avantis Us Small (AVSC) 0.3 $484k 9.0k 54.02
Alphabet Cap Stk Cl A (GOOGL) 0.3 $449k 2.7k 165.85
Ishares Tr Global 100 Etf (IOO) 0.3 $446k 4.5k 99.16
CRH Ord (CRH) 0.3 $446k 4.8k 92.74
Live Nation Entertainment (LYV) 0.3 $439k 4.0k 109.49
Global X Fds Adaptive Us (AUSF) 0.3 $427k 10k 42.70
Pacer Fds Tr Pacer Us Small (CALF) 0.3 $420k 9.0k 46.67
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $412k 10k 41.16
Broadcom (AVGO) 0.3 $411k 2.4k 172.50
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.2 $407k 3.5k 116.32
Appian Corp Cl A (APPN) 0.2 $405k 12k 34.14
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $404k 8.0k 50.46
Potbelly (PBPB) 0.2 $392k 47k 8.34
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $355k 7.0k 50.65
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $352k 4.4k 80.30
Ishares Silver Tr Ishares (SLV) 0.2 $332k 12k 28.41
Research Solutions (RSSS) 0.2 $324k 119k 2.73
Kingsway Finl Svcs Com New (KFS) 0.2 $305k 37k 8.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $297k 6.2k 47.85
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $296k 4.2k 70.67
Ishares Tr North Amern Nat (IGE) 0.2 $284k 6.4k 44.07
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $274k 4.6k 59.22
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $263k 2.2k 119.61
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $261k 1.6k 166.82
Pepsi (PEP) 0.1 $236k 1.4k 170.04
Meta Platforms Cl A (META) 0.1 $234k 408.00 572.62
Lam Research Corporation 0.1 $233k 285.00 818.38
Coca-Cola Company (KO) 0.1 $216k 3.0k 72.35
Costco Wholesale Corporation (COST) 0.1 $214k 241.00 886.52
Accenture Plc Ireland Shs Class A (ACN) 0.1 $209k 592.00 353.48
Ishares Tr Core Msci Eafe (IEFA) 0.1 $208k 2.7k 78.05
Visa Com Cl A (V) 0.1 $200k 729.00 274.95